JFS Wealth Advisors’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22K | Buy |
39
+9
| +30% | +$512 | ﹤0.01% | 1372 |
|
|
2025
Q1 | $1.71K | Hold |
30
| – | – | ﹤0.01% | 1520 |
|
|
2024
Q4 | $1.85K | Hold |
30
| – | – | ﹤0.01% | 1510 |
|
|
2024
Q3 | $1.74K | Buy |
30
+1
| +3% | +$58 | ﹤0.01% | 1548 |
|
|
2024
Q2 | $1.37K | Buy |
29
+8
| +38% | +$378 | ﹤0.01% | 1573 |
|
|
2024
Q1 | $1.01K | Buy |
21
+17
| +425% | +$817 | ﹤0.01% | 1657 |
|
|
2023
Q4 | $209 | Sell |
4
-4
| -50% | -$209 | ﹤0.01% | 1900 |
|
|
2023
Q3 | $338 | Sell |
8
-15
| -65% | -$634 | ﹤0.01% | 1801 |
|
|
2023
Q2 | $1.08K | Buy |
23
+4
| +21% | +$188 | ﹤0.01% | 1580 |
|
|
2023
Q1 | $998 | Sell |
19
-8
| -30% | -$420 | ﹤0.01% | 1585 |
|
|
2022
Q4 | $1.7K | Buy |
27
+10
| +59% | +$630 | ﹤0.01% | 1430 |
|
|
2022
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1499 |
|
|
2022
Q2 | $1K | Sell |
17
-10
| -37% | -$588 | ﹤0.01% | 1481 |
|
|
2022
Q1 | $2K | Buy |
27
+16
| +145% | +$1.19K | ﹤0.01% | 1384 |
|
|
2021
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1285 |
|